See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,281 | $138,044-86.8% | $125,339-85.4% | $134,475-86.4% |
| Participation rate | 84.2% | 84.5%-0.3pp | 82.4%+1.8pp | 81.2%+3.0pp |
| Annual return | -10.09% | 750.33%-760.4pp | 572.05%-582.1pp | 417.96%-428.1pp |
| Employer contribution / active EE | $1,077 | $5,243-79.5% | $4,814-77.6% | $4,740-77.3% |
| Participant deferral / active EE | $3,828 | $7,799-50.9% | $7,446-48.6% | $6,400-40.2% |
| Admin fee / account holder | $706 | $11,571-93.9% | $10,010-92.9% | $11,426-93.8% |